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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,632 | $88,996-56.6% | $78,004-50.5% | $138,895-72.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 69.4%-2.8pp | 79.9%-13.3pp |
| Annual return | 13.47% | 28.03%-14.6pp | 31.07%-17.6pp | 145.39%-131.9pp |
| Employer contribution / active EE | $837 | $2,917-71.3% | $2,469-66.1% | $4,194-80.0% |
| Participant deferral / active EE | $2,428 | $4,724-48.6% | $4,092-40.7% | $6,396-62.0% |
| Admin fee / account holder | $731 | $8,807-91.7% | $7,578-90.4% | $12,562-94.2% |